Pathways Inc Retirement And Employee Savings Plan — Form 5500 plan (Pathways Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pathways Inc Retirement And Employee Savings Plan is a benefit plan reported by Pathways Inc. under EIN 52-1226817 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $4,296,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pathways Inc.
- EIN
- 52-1226817
- Plan number
- 001
- Plan type
- 2
- Location
- Hollywood, MD
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $4,296,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20260122132842NAL0009274418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,296,231
- Total liabilities (EOY)
- $249
- Net assets (EOY)
- $4,295,982
- Net assets (BOY)
- $4,719,771
Income & contributions
- Employer contributions
- $58,502
- Participant contributions
- $150,556
- Total contributions
- $209,058
- Total income / additions
- $694,571
Expenses & distributions
- Benefits paid
- $1,109,873
- Administrative expenses
- $8,487
- Total expenses
- $1,118,360
- Net increase / (decrease)
- -$423,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $8,840 | $0 | 2023 |
| Wells Fargo Advisors Fin Net LLC | INVEST ADVISOR | $7,864 | not reported in the loaded dataset | 2023 |
| Urpc | CONTRACT ADMIN | $3,775 | $1,567 | 2023 |
| Lincoln National Corporation | SERV PROVIDER | $950 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pathways Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hollywood, MD
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Wells Fargo Advisors Fin Net LLC — Schedule C compensation
- Urpc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation